PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$136,154,234
Discretionary
$136,154,234
Non-discretionary
$0
Firm details
- CRD number
- 150266
- SEC file number
- 801-123592
- Main office
- STATESVILLE, NC, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.PROWEALTHMGT.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.